RMDs & Taxes: Retirement Planning
Live Webinar
Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!
Register For The Webinar
Tue, Dec 16th 5:00 PM MST (7PM Eastern)
RMDs & Taxes: Retirement Planning
Live Webinar
Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!
Register For The Webinar
Tue, Dec 16th 5:00 PM MST (7PM Eastern)
Reserve Your Spot
Registration is NO COST for this
breakthrough ONLINE event!
About The Webinar
Discover from Steve Hartel some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
During this webinar you will discover:
Changes to RMD tables in 2025 and what that means for your retirement account
The three new sets of RMD rules for 2025
Push back of RBD for qualified retirement plans and IRAs
Removal of Roth Account Pre-Death RMDs
Reduction of missed RMD penalty tax
Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules
Presented By Steve Hartel
MBA, AIF®
I’ve spent more than 30 years helping people prepare for retirement with clear, tax-efficient strategies. My focus is guiding people, especially those approaching retirement, through essential decisions around Required Minimum Distributions, taxes, Social Security, and estate planning. My work has earned national recognition in Forbes and NASDAQ.com, and I was named to Investopedia’s Top 100 Advisors in the country. I’m especially committed to supporting women and others who feel overlooked by traditional financial services, and I strive to make complex topics simple and actionable. My guiding belief is simple: Retirement success isn’t about how much you earn—it’s about how much you keep. Let’s embark on your financial journey together!
About The Webinar
Discover from Steve Hartel some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
During this webinar you will discover:
Changes to RMD tables in 2025 and what that means for your retirement account
The three new sets of RMD rules for 2025
Push back of RMD for qualified retirement plans and IRAs
Removal of Roth Account Pre-Death RMDs
Reduction of missed RMD penalty tax
Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules
Reserve Your Spot
Presented By Steve Hartel
MBA, AIF®
Registration is NO COST for this
breakthrough ONLINE event!
I’ve spent more than 30 years helping people prepare for retirement with clear, tax-efficient strategies. My focus is guiding people, especially those approaching retirement, through essential decisions around Required Minimum Distributions, taxes, Social Security, and estate planning. My work has earned national recognition in Forbes and NASDAQ.com, and I was named to Investopedia’s Top 100 Advisors in the country. I’m especially committed to supporting women and others who feel overlooked by traditional financial services, and I strive to make complex topics simple and actionable. My guiding belief is simple: Retirement success isn’t about how much you earn—it’s about how much you keep. Let’s embark on your financial journey together!
When?
One Day Only!
Tue, Dec 16th 5:00 PM MST (7PM Eastern)
Where?
Join us from the comfort of your couch.
View on your computer, tablet, or phone!
Registration is FREE for this exclusive ONLINE event
Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!
Sign Up Today to Reserve Your Spot!
RMDs & Taxes: Retirement Planning
[LIVE WEBINAR]
During this class, discover:
A Renaissance has begun in the World of Investing
Find the silver lining of opportunities for your life savings.
The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs)
If your advisor is not keeping up with the times you are going to be lost.
You can help reduce your tax rate in retirement like never before in your life.
Change seems like a daily occurrence.
These are just a few essential points covered in this EXCLUSIVE ONLINE presentation!
During these times it's important not to be frozen by fear or complacency.
Don't fall into the trap of thinking that congress, the fed or even financial advisors are going to fix retirement.
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